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UnitedHealth

3,632 hedge funds and large institutions have $413B invested in UnitedHealth in 2024 Q4 according to their latest regulatory filings, with 450 funds opening new positions, 1,371 increasing their positions, 1,481 reducing their positions, and 190 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,632
Holders Change
+194
Holders Change %
+5.64%
% of All Funds
48.34%
Holding in Top 10
198
Holding in Top 10 Change
-115
Holding in Top 10 Change %
-36.74%
% of All Funds
2.64%
New
450
Increased
1,371
Reduced
1,481
Closed
190
Calls
$5.58B
Puts
$5.31B
Net Calls
+$264M
Net Calls Change
+$513M
Name Holding Trade Value Shares
Change
Shares
Change %
WSC
3451
Wellington Shields & Co
New York
$122K +$18.2K +36 +18%
RP
3452
Rowlandmiller & Partners
Georgia
$121K -$2.53K -5 -2%
NIMI
3453
Natixis Investment Managers International
France
$120K
MAM
3454
Meeder Asset Management
Ohio
$119K -$292K -578 -71%
FPB
3455
First PREMIER Bank
South Dakota
$118K -$20.2K -40 -15%
CSWM
3456
Cassady Schiller Wealth Management
Ohio
$117K +$11.6K +23 +11%
CH
3457
Canton Hathaway
Rhode Island
$116K
DAM
3458
Delta Asset Management
Tennessee
$115K
MFT
3459
Moisand Fitzgerald Tamayo
Florida
$113K
MIHAS
3460
Maj Invest Holding A/S
Denmark
$112K
RAM
3461
Riggs Asset Management
Pennsylvania
$111K +$508 +1 +0.5%
WCM
3462
WealthTrak Capital Management
Virginia
$110K +$110K +218 New
FG
3463
Fairman Group
Pennsylvania
$110K
BWM
3464
Bernard Wealth Management
Michigan
$104K +$104K +205 New
EPW
3465
Endeavor Private Wealth
Kansas
$104K +$104K +205 New
HWP
3466
Highline Wealth Partners
California
$101K +$54.2K +107 +115%
ACA
3467
American Capital Advisory
Idaho
$101K
SGC
3468
Slocum, Gordon & Co
Rhode Island
$101K
CFG
3469
CKW Financial Group
Hawaii
$101K
CWM
3470
Consultiva Wealth Management
Puerto Rico
$96.6K +$96.6K +191 New
VWA
3471
Valued Wealth Advisors
Utah
$95.2K -$9.12K -18 -9%
PA
3472
Pineridge Advisors
Missouri
$95.1K +$7.59K +15 +9%
WAM
3473
WFA Asset Management
Wisconsin
$94.8K
AWM
3474
Activest Wealth Management
Florida
$94.7K +$2.53K +5 +3%
WAG
3475
Wiser Advisor Group
Arizona
$91.1K +$506 +1 +0.6%